JHERX – JHancock Equity Income C Investment Strategy | Morningstar

Morningstar

Strategy

The investment seeks substantial dividend income and also long-term growth of capital. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities, with at least 65% in common stocks of well-established companies paying above-average dividends. It may invest in fixed-income securities without regard to quality or rating, including privately negotiated notes or loans (including loan participations and assignments (bank loans)) and up to 10% in below-investment-grade fixed-income securities (junk bonds).

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JIEMX	John Hancock Funds II Equity Income Fund Class 1	No Load	Open			Oct 14, 2005	$353.22M	0.780%	Average	$0	−$175.19M
JHEIX	John Hancock Funds II Equity Income Fund Class A	Front Load	Open			Mar 27, 2015	$137.63M	1.140%	Above Average	$1,000	−$37.04M
JHERX	John Hancock Funds II Equity Income Fund Class C	Level Load	Open			Mar 27, 2015	$783,971.00	1.840%	Above Average	$1,000	−$185,627.57

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